fiduciary
(4)
Datalign Advisory
Datalign Advisory is a Cambridge, Massachusetts fintech that uses an AI-enhanced platform to match everyday Americans with vetted, fiduciary Registered Investment Advisor (RIA) firms. Consumers answer a short questionnaire and get one personalized advisor match at no cost; advisory firms pay Datalign a referral fee for qualified introductions. Founded in 2022 out of the Link Ventures / Cogo Labs orbit, the company referred roughly $40 billion in assets to RIA firms in 2024 and raised $9M in total seed funding at a $75M post-money valuation.
Uprise - Embedded Tax and Advisory
Uprise is a San Francisco fintech that embeds full-service tax filing and financial advisory into the SaaS platforms small business owners already use. Its model pairs AI-generated first drafts with review from Certified Financial Planners and tax professionals held to a fiduciary standard, letting partners like Rippling, Carry, Heard and HoneyBook launch white-labeled, premium tax-and-advisory services in weeks rather than years.
Robertson Stephens
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.
True Link
True Link is a San Francisco fintech that builds banking, prepaid cards, and trust-administration tools for people the financial system tends to forget: aging adults, people with disabilities, those in recovery, and the family members and professional fiduciaries who manage their money. Co-founded in 2012 by Kai Stinchcombe and Claire McDonnell after Stinchcombe watched his grandmother lose her savings to telemarketers, the company now serves more than 250,000 families and 300+ nonprofits.